CPA Services We Offer

Accounting & Audit

At Roche Miseo Barchetto, we make it a point to gain specific knowledge of each client’s business operations to produce a complete and accurate presentation of their company’s financial information. We believe the firm-client relationship is crucial to effectively achieve our client’s goals. We utilize some of the latest technology to aid the workflow of every engagement, therefore the integration of our client’s business systems coupled with our firm’s technology will result in cost-efficient reporting.

We provide the following assurance levels of financial statements:
  • Audit
  • Review
  • Compilation
  • Special Purpose Engagement

Consulting

Consulting goes beyond developing relationships with our clients. We make it a point to study the intricacies of our clients and work with them to develop and execute short-term decision-making models into long-term success. Our niche of small to medium-sized, closely held business in the private sector allows us to provide a number of value-added analyses:

  • Breakeven analysis
  • Cost Segregation
  • Job Costing
  • Overhead Analysis
  • Profit Margin Analysis
  • Industry Benchmarking

Tax Planning, Consulting & Compliance (Personal and Business)

Our tax planning strategies are monitored throughout the year to achieve lower total tax liabilities. We work directly with our clients to ensure they take advantage of all federal and state tax incentives available to them. Our high-quality personal services keep our clients well-educated with regards to tax planning strategies to promote long-term success with minimal tax implications.

Financial, Estate and Trust, and Succession Planning

Forward-thinking financial planning is the key to overcome unforeseen financial obstacles while achieving long-term goals. We understand financial goals change throughout each stage of life and must be reassessed periodically. Roche Miseo Barchetto will be there each step of the way to provide the most caring advice and well thought-out strategies to achieve financial success from growth to retirement.

The most challenging stage in the business life cycle is a transition to a successor. Roche Miseo Barchetto has the tools and experience to make that transition seamless by working with the parties involved in order to achieve their goals.

Payroll & Sales Tax Compliance

As a small business ourselves, we know the burden of the numerous filings required to remain compliant with payroll and sales tax. We provide assistance in the timely filing to the various taxing agencies. Our relationships with various companies will benefit our clients when outsourcing is deemed necessary.

Tax Notice Correspondence

Tax notices can often be verbose and cumbersome to address when resolving various issues. Our staff has handled a variety of situations that many taxpayers encounter and attempt to resolve unsuccessfully; however, with our experience, we can minimize tax liabilities along with the related penalties and interest in a timely manner.